In fact, at a critical point where the stablecoin market is booming and Crypto Native as a whole is facing challenges in delivery and practicality, BTC's expansion of Infra has become a severely undervalued value sink. There is a prerequisite that cannot be ignored here: 1. Against the backdrop of ETF spot trading, institutional funds can be injected into the main ecosystem, with BTC and ETH currently meeting the criteria. 2. After the inflow of institutional funds, there is a demand for some value reserve assets, but there will also be a demand for interest earning and pledging (as specified in SEC regulations). This means that a portion of the value of Infra on the ETH and BTC public chains will receive direct benefits, while Ethereum has long been a red ocean of internal competition, Lido、Eigenlayer、 Various DeFi and Restaking protocols are fiercely competing, while BTC is still a virgin land. Although in my impression, BTC layer2 has been overhyped and is close to decline, looking at the two major demands of BTC's direct custody and interest generation, the current solution either involves centralized custody and deception, or the technical architecture simply cannot meet the security requirements of institutional level funds. @GOATRollup is a hardcore technology project worth paying attention to in this context. It has achieved true native cross chain security through the BitVM2+zkVM technology stack, and has also implemented a sustainable profit economy model through decentralized Sequencer and BTC/GOAT staking models. For traditional finance that pursues controllable risks and transparent returns, this can be described as a tailor-made optional 'solution'. In fact, when a massive amount of institutional funds are about to flood in through ETF channels, it is actually an opportunity to get ahead of schedule in the chaotic stage where BTC Infra has not yet "set standards", because once the regulatory path is clear and funds are in place, the outbreak of this scarce value Infra is almost inevitable.